| Zions Bancorporation, National Association | 1 | $118 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $118 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $118 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $119 | 0.00% | −449−99.8% | Reduced |
| MV Capital Management, Inc. | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $228 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $236 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $236 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $237 | 0.00% | −2−50.0% | Reduced |
| American Capital Advisory, LLC | 2 | $237 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $337 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $472 | 0.00% | +4 | New |
| Atlantic Trust, LLC | 4 | $473 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $473 | 0.00% | +2+100.0% | Added |
| Gen-Wealth Partners Inc | 6 | $708 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $709 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $826 | 0.00% | +6+600.0% | Added |
| Gilpin Wealth Management, LLC | 7 | $827 | 0.00% | +3+75.0% | Added |
| South State Corp. | 7 | $827 | 0.00% | +5+250.0% | Added |
| Ankerstar Wealth, LLC | 8 | $944 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 8 | $944 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $945 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $1.06K | 0.00% | +1+12.5% | Added |
| Cromwell Holdings LLC | 10 | $1.18K | 0.00% | +6+150.0% | Added |
| Manning & Napier Advisors LLC | 11 | $1.23K | 0.00% | −14−56.0% | Reduced |
| TD Private Client Wealth LLC | 11 | $1.30K | 0.00% | −68−86.1% | Reduced |
| TFC Financial Management | 11 | $1.30K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 11 | $1.30K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 11 | $1.30K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $1.53K | 0.00% | +3+30.0% | Added |
| IFP Advisors, Inc | 13 | $1.53K | 0.00% | +6+85.7% | Added |
| Red Tortoise LLC | 15 | $1.77K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $1.77K | 0.00% | +5+50.0% | Added |
| Synergy Investment Management, LLC | 15 | $1.77K | 0.00% | +15 | New |
| Sachetta, LLC | 16 | $1.89K | 0.00% | +16 | New |
| CX Institutional | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $2.01K | 0.00% | +15+750.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 18 | $2.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $2.48K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 22 | $2.60K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 23 | $2.71K | 0.00% | +7+43.8% | Added |
| Valued Wealth Advisors LLC | 23 | $2.72K | 0.00% | +23 | New |
| TD Capital Management LLC | 24 | $2.83K | 0.00% | +21+700.0% | Added |
| Private Trust Co NA | 25 | $2.95K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $3.31K | 0.00% | +1+3.7% | Added |
| CVA Family Office, LLC | 28 | $3.31K | 0.00% | +28 | New |
| Corsicana & Co. | 90 | $3.34K | 0.00% | +90 | New |
| Private Wealth Management Group, LLC | 29 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $3.66K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 33 | $3.90K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 37 | $4.37K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 37 | $4.37K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 29 | $4.65K | 0.00% | +29 | New |
| Massmutual Trust Co FSB | 40 | $4.72K | 0.00% | +8+25.0% | Added |
| Parkside Financial Bank & Trust | 40 | $4.72K | 0.00% | −2−4.8% | Reduced |
| Bell Investment Advisors, Inc | 44 | $5.20K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 51 | $6.02K | 0.01% | +51 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 52 | $6.14K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 52 | $6.14K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $6.49K | 0.00% | +46+511.1% | Added |
| Keating Financial Advisory Services, Inc. | 59 | $6.97K | 0.00% | +36+156.5% | Added |
| Copia Wealth Management | 65 | $7.67K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 67 | $7.91K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 71 | $8.38K | 0.00% | +71 | New |
| Rossby Financial, LCC | 68 | $8.53K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 77 | $8.57K | 0.00% | +32+71.1% | Added |
| Stone House Investment Management, LLC | 73 | $8.62K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 74 | $8.74K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $8.86K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 76 | $8.97K | 0.00% | +75+7,500.0% | Added |
| Smithfield Trust Co | 73 | $9.00K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 252 | $9.35K | 0.00% | −6,849−96.5% | Reduced |
| Atlantic Union Bankshares Corp | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 100 | $11.8K | 0.00% | +34+51.5% | Added |
| Bare Financial Services, Inc | 102 | $12.0K | 0.00% | +26+34.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 109 | $12.9K | 0.00% | −1,332,417−100.0% | Reduced |
| MAI Capital Management | 109 | $12.9K | 0.00% | −46−29.7% | Reduced |
| Bullock Wealth Management Group | 104 | $13.0K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 123 | $14.5K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 154 | $18.2K | 0.00% | −59−27.7% | Reduced |
| TD Waterhouse Canada Inc. | 150 | $18.8K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 161 | $19.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 168 | $19.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 176 | $20.8K | 0.00% | −56−24.1% | Reduced |
| Assetmark, Inc | 181 | $21.4K | 0.00% | +104+135.1% | Added |
| Dakota Community Bank & Trust NA | 185 | $21.8K | 0.07% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 193 | $22.8K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 194 | $22.9K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 207 | $24.4K | 0.01% | +207 | New |
| City State Bank | 212 | $25.0K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 217 | $25.6K | 0.00% | +121+126.0% | Added |
| Kerr Financial Planning Corp | 192 | $26.1K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 225 | $26.6K | 0.00% | +7+3.2% | Added |
| Geneos Wealth Management Inc. | 228 | $26.9K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 250 | $29.5K | 0.01% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 253 | $29.9K | 0.03% | +253 | New |
| Ronald Blue Trust, Inc. | 255 | $30.1K | 0.00% | −39−13.3% | Reduced |
| Alerus Financial NA | 255 | $30.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,733 | $30.2K | 0.00% | +1,232+245.9% | Added |